‌$APPLIED DIGITAL CORP(APLD)$  ‌ 📊 Key Financial Highlights – Q3 Fiscal Year 2025 (Ended February 28, 2025) 🟦 Revenue Total Revenue: $52.9 million Growth: +22% YoY (vs. $43.3M in Q3 FY2024)​ ​ Segment Breakdown: Cloud Services: $17.8 million ↑ 220% YoY (from $5.6M) ↓ Sequentially from Q2 FY2025 ($27.7M) due to technical issues & contract model shift Data Center Hosting: $35.2 million ↓ 7% YoY (from $37.8M) HPC Hosting: Revenue not yet recognized (Ellendale build-out still underway) 🟥 Profitability GAAP Net Loss Attributable to Common Stockholders: Q3 FY2025: $36.1 million or $0.16/share Q3 FY2024: $62.8 million or $0.52/share Adjusted Net Loss (Non-GAAP): $17.8 million or $0.08/share Adjusted EBITDA: $10.0 million profit Compared to ($1.

‌$APPLIED DIGITAL CORP(APLD)$  ‌ SWOT analysis of Applied Digital Corporation (APLD), synthesized from the Q3 FY2025 Earnings Report and the 10-Q SEC filing: 🔷 Strengths 1. Revenue Growth and Business Diversification Total revenue for Q3 FY2025 reached $52.9M, a 22% YoY increase, reflecting the company's growing market footprint​. Diversified across three business segments: Cloud Services: $17.8M revenue (+220% YoY) Data Center Hosting: $35.2M High-Performance Compute (HPC) Hosting: Under development, strategic long-term bet 2. Strategic Financial Partnerships Secured $375M in financing from Sumitomo Mitsui Banking Corporation (SMBC) to support the Ellendale HPC campus​. Macquarie Asset Management signed on to invest up to $5B, underlining i

$BigBear.ai Holdings(BBAI)$  BigBear.ai Stock Plummets Amidst Losses and Bleak Outlook: BigBear.ai's stock has significantly dropped (nearly 20% post-earnings, 39% YTD) following disappointing Q4 2024 results, missing revenue expectations ($43.8M vs. $53.84M) and reporting a larger loss per share (-$0.43 vs. -$0.06 expected).  The 2025 revenue guidance ($160M-$180M) also fell short of estimates ($193.9M), with a projected negative adjusted EBITDA. Concerns are amplified by potential defense budget cuts, a challenging macro environment, and substantial insider selling (over $78M). Analyst downgrades further reflect the deteriorating sentiment, suggesting high uncertainty and elevated risks despite a theoretical average price target. A tur

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $NVIDIA(NVDA)$  Tech Stocks Tank After Nvidia's China Warning:  A significant selloff has hit the market, triggered by Nvidia's announcement of a $5.5 billion charge due to new US export restrictions on its chip sales to China.  This news has sent tech stocks tumbling, leading to a sharp drop in major indexes. The S&P 500 is down 2.24%, the Dow Jones Industrial Average has fallen by 1.73%, and the Nasdaq Composite has plunged by 3.07%, nearing bear market levels. • S&P 500: 5,275.70 (-2.24%) • Dow: 39,669.39 (-699.57 points) • Nasdaq: 16,307.16 (-3.07%) • VIX: Above 34 (+4 points) - FEAR SP

$NVIDIA(NVDA)$  US Tightens AI Chip Grip on China: Nvidia Faces $5.5B Hit: The US government's decision to impose a license requirement on Nvidia's H20 AI chip exports to China marks a significant tightening of export controls, carrying substantial implications. This action, leading to an anticipated $5.5 billion charge for Nvidia, underscores the US's heightened concern over China's access to advanced AI technology, even in modified forms designed to comply with previous regulations. The move disrupts Nvidia's strategy to serve the Chinese market with the H20, a chip crucial for inference tasks and sought after by major Chinese tech companies. It signals a US focus on preventing even nuanced pathways for China to enhance its AI capabilities,

$NVIDIA(NVDA)$  Nvidia's $5.5 Billion Hit: The US government's new license requirement for Nvidia's H20 AI chip exports to China is a significant escalation in tech trade restrictions. This $5.5 billion blow to Nvidia highlights the US concern that even modified chips could aid China's supercomputing ambitions. It disrupts Nvidia's China strategy, potentially slowing China's AI development while pushing its domestic chip industry. This move underscores the intensifying tech competition between the two nations. @TigerCommunity @TigerStars @Daily_Discussion

$JM Smucker(SJM)$  J.M. Smucker (SJM) has a small slice (1.2%) of the U.S. jam and jelly market, but they have a good chance to grow in 2025. A lot of the jam and jelly Americans buy (almost 25%) comes from other countries. This means there's a big opportunity for Smucker's, as a U.S. company with potentially lower prices, to take some of that market share. Even grabbing just 1% of that import market could boost Smucker's yearly sales by about 3%. Other food areas Smucker's is in have similar potential. Smucker's stock price has dropped recently because the company is making some changes, and analysts have adjusted their expectations. This has made Smucker's dividend (the regular cash payment to shareholders) quite attractive, at over 3.6%. Th

$Tesla Motors(TSLA)$  Tesla has suspended taking new orders for Model S and Model X vehicles on its Chinese website. Tesla has not yet released an official statement explaining this suspension. However, the timing and the current geopolitical and market context strongly suggest that the increased tariffs and competitive pressures are significant contributing factors. @TigerEvents @TigerWire @Tiger_comments @Daily_Discussion @TigerCommunity

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  US Debt Refinancing: Interest Rates, China, and Trade Tensions: The U.S. faces the challenge of refinancing over $9 trillion in debt by June 2025, making interest rates a critical factor. President Trump has advocated for Federal Reserve rate cuts, as higher rates increase the cost of this refinancing, straining the federal budget and expanding the deficit. Conversely, lower rates would allow the U.S. to refinance at a reduced cost, saving billions.   However, Trump's trade policies, specifically tariffs on China, have complicated this situation. China is a major holder of U.S. Treasury bonds, effectively lending money to the U.S. government. C

‌$NVIDIA(NVDA)$  ‌‌$Qualcomm(QCOM)$  ‌ Two giants of the chipmaking world, NVIDIA (NVDA) and Qualcomm (QCOM), have recently experienced a downturn in their stock prices. However, there are growing indications that their momentum might be shifting towards a recovery, presenting investors with a compelling dilemma: which of these tech powerhouses deserves their investment? NVIDIA, despite trading at $114 – nearly 30% below its January peak – shows signs of forming a bullish "double bottom" pattern, suggesting that buyers may be stepping in after sellers failed to push the price lower. This positive sentiment aligns with NVIDIA's impressive recent earnings report, which revealed record-breaking rev

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$  Trump Halts New Tariffs Amid Trade Deal Talks: President Trump has announced a 90-day pause on his newly imposed "reciprocal" import tariffs, which varied by country, just hours after they were implemented. This pause, which takes effect immediately, will still see a base 10% tariff remain. Trump stated that the delay is due to numerous trade deal requests from over 75 countries.  Treasury Secretary Scott Bessent explained that these trade agreements will require customized solutions and time to finalize, hence the temporary suspension of the full tariff plan. @Tiger_comments

$NVIDIA(NVDA)$  Nvidia (NVDA), once the darling of the AI boom, has seen its stock plummet amid market turmoil. With investors panicking, some are wondering: Could $100 be the perfect buy-in point, or is the selloff just beginning? The Case for $100 as a Buy Zone Nvidia’s dominance in AI chips remains unchallenged, and long-term demand for GPUs is only growing. If the market selloff is driven by short-term fear rather than fundamentals, a steep drop to $100 could be an overreaction—just like previous tech crashes that later saw massive recoveries. Historically, Nvidia has rebounded from sharp declines, rewarding patient investors. With AI adoption still in its early stages, buying at $100 could be like grabbing Apple or Amazon at their lows b

$Tesla Motors(TSLA)$  As markets reel from the impact of Trump’s proposed tariffs, one question arises: Could Tesla (TSLA) be among the least affected stocks? While traditional automakers brace for higher costs, Tesla’s unique positioning might shield it from the worst of the trade war fallout. Domestic Production Advantage Unlike competitors that rely heavily on overseas manufacturing, Tesla produces a significant portion of its vehicles in the U.S., with major factories in California, Texas, and Nevada. This reduces its dependence on imported auto parts, minimizing exposure to tariff-related cost spikes. China’s Role: Risk or Resilience? Tesla’s Shanghai Gigafactory is a crucial part of its global supply chain, but tariffs primarily target

$S&P 500(.SPX)$  Global markets are in turmoil as investors react to former President Donald Trump’s proposed tariffs, raising questions about whether this is a golden buying opportunity or a warning to exit. With fears of escalating trade wars, the recent market selloff has left traders scrambling to reassess their strategies. The Case for Buying the Dip Historically, market panics create prime opportunities for bargain hunters. During Trump’s first term, initial tariff shocks were often followed by recoveries as companies adapted. Some investors see the current plunge as déjà vu—a temporary overreaction rather than a long-term crisis. If history repeats itself, sectors like tech and consumer goods, hit hardest by tariff fears, could sta

‌$Tesla Motors(TSLA)$  ‌‌$NVIDIA(NVDA)$  ‌‌$SoFi Technologies Inc.(SOFI)$  ‌‌$Advanced Micro Devices(AMD)$  ‌ As of April 1, 2025, President Donald Trump's tariff policies have thrust the U.S. stock market into a whirlwind of uncertainty. With steep levies imposed on major trading partners like Canada, Mexico, and China—25% on most imports from the former two and an additional 10% on Chinese goods—the question looms: will these tariffs stabilize markets or ignite further risks? Proponents argue that Trump’s tariffs could settle market jitters in the long run by bolstering domestic industries. The aim i

‌$Tesla Motors(TSLA)$  ‌ Tesla's Resilience Amid Auto Tariffs: A Market Winner or Global Challenger? On Wednesday, President Trump announced a 25% tariff on auto imports to the United States. The tariffs apply to: All cars and light trucks manufactured outside the U.S. Certain auto parts This announcement triggered a negative reaction across the global automaker industry, with analysts raising concerns about: A major slowdown in U.S. car production Significant price increases for new cars, adding thousands of dollars to costs Earnings losses for automakers, especially those reliant on foreign manufacturing. Tesla as a Likely Winner Amid Auto Tariff Disruptions: Tesla is positioned as a beneficiary of the tariff policy due to its domestic man

‌$APPLIED DIGITAL CORP(APLD)$  ‌ APLD: Capitalizing on the Future of Digital Infrastructure - A Significant Growth Opportunity: Applied Digital is a company that develops and operates next-generation digital infrastructure, focusing on three core business segments: Blockchain data center hosting. Cloud services: High-performance computing (HPC) data center hosting With exposure to high-growth sectors such as AI, cryptocurrency, and cloud computing, the company is experiencing strong revenue growth and expanding its operations. Financial Performance & Growth Drivers: In Q2 FY25, the company’s revenue grew 51% year-over-year, demonstrating strong demand for its services: Cloud services segment: Added $27.7 million in revenue, driven by the

‌$Rocket Lab USA, Inc.(RKLB)$  ‌ Rocket Lab ($RKLB) is raising $500 million in capital by selling more shares, confirming earlier expectations that they needed more funding and would dilute existing shareholder value. This move is likely to finance a potential $200 million purchase of Mynaric AG, which would strengthen Rocket Lab's satellite technology and expand their European presence. However, this acquisition won't address Rocket Lab's ongoing problem of spending more money than they make (cash burn) and their low profit margins. While analysts don't recommend buying the stock, they also hesitate to strongly recommend selling it. ‌@TigerWire  ‌‌

$Tesla Motors(TSLA)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$  TSLL Surge Fueled by Tesla Confidence, Innovation, and Political Optimism: The leveraged Tesla ETF (TSLL) has experienced significant growth driven by multiple factors boosting investor confidence in Tesla. Hedge Fund Interest: Increased hedge fund activity, notably Viking Global Investors' substantial Tesla positions, signals renewed belief in Tesla's dominance in electric vehicles and its advancements in autonomous driving and robotics. Healthcare Breakthrough: Tesla Dynamic Coils BV's development of a specialized head coil for brain lithium imaging at Massachusetts General Hospital suggests a potential expansion into healthcare, open

‌$Coinbase Global, Inc.(COIN)$  ‌$GraniteShares 2x Long COIN Daily ETF(CONL)$  ‌ Revenue & Profitability: Total Revenue: $6.6 billion (More than double YoY). Adjusted EBITDA: $3.3 billion (Second consecutive year of profitability). Net Income: $1.3 billion (Includes a $476 million pretax unrealized gain on crypto assets, equating to $357 million after tax). Trading & Transaction Volume Total Trading Volume (Q4): $439 billion, up 137% QoQ. Consumer Trading Volume: $94 billion, up 176% QoQ. Institutional Trading Volume: $345 billion, up 128% QoQ. Consumer Transaction Revenue: $1.3 billion, up 179% QoQ. Institutional Transaction Revenue: $141 million, up 156% QoQ. Subscription & Service